Purchases and Sales Made in Q2 2022 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q2 2022. The information is specifically focused on institutions that hold shares of UMB FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 14, 2022
Q2 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
101+ 1.82% |
$8.29K - $9.86K
|
5.66K
$688K
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$8.21K - $9.76K
|
100
$12.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
97+ 74.05% |
$7.96K - $9.47K
|
228
$27.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
94+ 29.75% |
$7.72K - $9.18K
|
410
$49.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
88+ 366.67% |
$7.22K - $8.59K
|
112
$13.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
56+ 0.45% |
$4.6K - $5.47K
|
12.5K
$1.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
51+ 0.71% |
$4.19K - $4.98K
|
7.21K
$877K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
46+ 0.23% |
$3.78K - $4.49K
|
19.8K
$2.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
45New |
$3.69K - $4.39K
|
45
$5.47K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
42+ 47.73% |
$3.45K - $4.1K
|
130
$15.8K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
41New |
$3.37K - $4K
|
41
$4.99K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
39+ 1.61% |
$3.2K - $3.81K
|
2.47K
$300K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39+ 0.35% |
$3.2K - $3.81K
|
11.3K
$1.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
38New |
$3.12K - $3.71K
|
38
$4.62K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38New |
$3.12K - $3.71K
|
38
$4.62K
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
35+ 0.57% |
$2.87K - $3.42K
|
6.19K
$753K
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
31+ 0.34% |
$2.55K - $3.03K
|
9.26K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
28+ 2.17% |
$2.3K - $2.73K
|
1.32K
$160K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26New |
$2.13K - $2.54K
|
26
$3.16K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
22+ 2.76% |
$1.81K - $2.15K
|
820
$99.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21New |
$1.72K - $2.05K
|
21
$2.55K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16+ 0.19% |
$1.31K - $1.56K
|
8.51K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13+ 0.08% |
$1.07K - $1.27K
|
15.7K
$1.91M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
13+ 185.71% |
$1.07K - $1.27K
|
20
$2.43K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$985 - $1.17K
|
12
$1.46K
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
10+ 0.05% |
$821 - $976
|
20.4K
$2.48M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
7New |
$575 - $683
|
7
$851
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.23% |
$493 - $586
|
2.63K
$320K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$246 - $293
|
3
$365
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
3+ 3.0% |
$246 - $293
|
103
$12.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 2.33% |
$246 - $293
|
132
$16.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$82.1 - $97.6
|
9.17K
$1.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$82.1 - $97.6
|
9
$1.09K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 11.76% |
$164 - $195
|
15
$1.82K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5- 0.18% |
$411 - $488
|
2.73K
$332K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-15Closed |
$1.23K - $1.46K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$1.72K - $2.05K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 61.11% |
$1.81K - $2.15K
|
14
$1.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-26Closed |
$2.13K - $2.54K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32Closed |
$2.63K - $3.12K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-44Closed |
$3.61K - $4.29K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-57- 0.76% |
$4.68K - $5.56K
|
7.45K
$906K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-68- 34.17% |
$5.58K - $6.64K
|
131
$15.9K
|
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-76- 0.53% |
$6.24K - $7.42K
|
14.3K
$1.74M
|
|
|
Jul 29, 2022
Q2 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-79- 0.34% |
$6.49K - $7.71K
|
23.2K
$2.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82- 5.82% |
$6.73K - $8K
|
1.33K
$162K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-83- 7.48% |
$6.81K - $8.1K
|
1.03K
$125K
|
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-87- 0.28% |
$7.14K - $8.49K
|
31.4K
$3.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-109- 3.61% |
$8.95K - $10.6K
|
2.91K
$354K
|
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
SELL
|
- |
-120- 0.16% |
$9.85K - $11.7K
|
76.4K
$9.29M
|